S.E.E.D. Planning Group
Latest statistics and disclosures from S.E.E.D. Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, AMZN, META, MSFT, GOOGL, and represent 21.98% of S.E.E.D. Planning Group's stock portfolio.
- Added to shares of these 10 stocks: ASML (+$9.9M), UBER, ROL, Exxon Mobil Corp, ISRG, GOOGL, AAPL, MOAT, AMZN, NVDA.
- Started 16 new stock positions in MU, EEM, TJX, UBER, ASML, AMD, LLY, IWS, CAT, VONE. Exxon Mobil Corp, TSM, IEFA, GOOG, MUB, NFLX.
- Reduced shares in these 10 stocks: EL (-$5.1M), PEP, , VLO, TMO, ADP, , , KO, PG.
- Sold out of its positions in BUD, KO, COP, XOM, EL, ACN.
- S.E.E.D. Planning Group was a net buyer of stock by $21M.
- S.E.E.D. Planning Group has $408M in assets under management (AUM), dropping by 7.76%.
- Central Index Key (CIK): 0001765515
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Portfolio Holdings for S.E.E.D. Planning Group
S.E.E.D. Planning Group holds 98 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.0 | $20M | +8% | 61k | 333.02 |
|
| Amazon (AMZN) | 4.4 | $18M | +8% | 72k | 249.15 |
|
| Meta Platforms Cl A (META) | 4.3 | $18M | +5% | 24k | 725.18 |
|
| Microsoft Corporation (MSFT) | 4.3 | $18M | +4% | 34k | 512.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $16M | +13% | 48k | 344.08 |
|
| Thermo Fisher Scientific (TMO) | 3.8 | $16M | -14% | 23k | 675.06 |
|
| Valero Energy Corporation (VLO) | 3.5 | $14M | -17% | 37k | 387.61 |
|
| Linde SHS (LIN) | 3.4 | $14M | +7% | 29k | 474.65 |
|
| Intuitive Surgical Com New (ISRG) | 3.3 | $14M | +17% | 34k | 406.63 |
|
| Sherwin-Williams Company (SHW) | 3.3 | $14M | -3% | 42k | 323.27 |
|
| Cbre Group Cl A (CBRE) | 3.3 | $13M | -3% | 103k | 128.47 |
|
| Nextera Energy (NEE) | 3.2 | $13M | +7% | 174k | 75.74 |
|
| Costco Wholesale Corporation (COST) | 2.9 | $12M | +4% | 13k | 910.37 |
|
| Rollins (ROL) | 2.8 | $12M | +36% | 383k | 30.12 |
|
| Automatic Data Processing (ADP) | 2.7 | $11M | -16% | 43k | 258.06 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 2.6 | $11M | 412k | 25.39 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.4 | $9.9M | NEW | 5.5k | 1811.63 |
|
| Us Bancorp Com New (USB) | 2.4 | $9.8M | -6% | 170k | 57.76 |
|
| CoStar (CSGP) | 2.1 | $8.7M | +9% | 319k | 27.40 |
|
| Enbridge (ENB) | 2.1 | $8.6M | 185k | 46.49 |
|
|
| Lockheed Martin Corporation (LMT) | 2.0 | $8.3M | -6% | 16k | 509.26 |
|
| Lowe's Companies (LOW) | 1.9 | $7.6M | +16% | 42k | 184.29 |
|
| Mastercard Incorporated Cl A (MA) | 1.8 | $7.4M | 13k | 551.47 |
|
|
| Cheniere Energy Com New (LNG) | 1.3 | $5.1M | +31% | 19k | 269.03 |
|
| Visa Com Cl A (V) | 1.2 | $4.8M | -4% | 13k | 359.32 |
|
| Home Depot (HD) | 1.2 | $4.7M | -3% | 17k | 284.49 |
|
| Equinix (EQIX) | 1.1 | $4.6M | +13% | 4.6k | 1011.69 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $4.4M | +2% | 23k | 185.65 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 1.0 | $4.2M | 214k | 19.55 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 1.0 | $4.1M | 205k | 20.12 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 1.0 | $4.0M | 221k | 18.20 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 1.0 | $4.0M | 247k | 16.14 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $3.9M | +14% | 130k | 30.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $3.5M | 121k | 29.31 |
|
|
| Uber Technologies (UBER) | 0.8 | $3.4M | NEW | 50k | 68.51 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $3.2M | -2% | 9.7k | 330.82 |
|
| Applied Materials (AMAT) | 0.8 | $3.2M | +15% | 6.2k | 511.40 |
|
| S&p Global (SPGI) | 0.8 | $3.1M | +12% | 8.0k | 394.45 |
|
| Exxonmobil Holdings Corp Com Shs | 0.7 | $2.9M | NEW | 18k | 162.75 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.7 | $2.7M | 7.2k | 374.26 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.6 | $2.5M | +133% | 24k | 105.71 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.5 | $2.1M | +10% | 53k | 39.91 |
|
| Fastenal Company (FAST) | 0.5 | $2.1M | 42k | 49.53 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.0M | +5% | 4.1k | 497.95 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.5 | $2.0M | 88k | 22.82 |
|
|
| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 0.5 | $2.0M | 94k | 21.42 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.5 | $2.0M | 91k | 22.11 |
|
|
| NVIDIA Corporation (NVDA) | 0.5 | $2.0M | +177% | 8.7k | 228.38 |
|
| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 0.5 | $1.9M | 93k | 20.66 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $1.9M | +59% | 19k | 103.92 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.9M | +83% | 26k | 71.95 |
|
| Stryker Corporation (SYK) | 0.4 | $1.5M | +21% | 5.4k | 275.37 |
|
| Northrop Grumman Corporation (NOC) | 0.4 | $1.5M | +40% | 3.0k | 483.45 |
|
| International Business Machines (IBM) | 0.4 | $1.4M | -3% | 6.5k | 219.92 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.4M | +73% | 10k | 136.04 |
|
| Broadcom (AVGO) | 0.3 | $1.3M | +84% | 3.8k | 351.19 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.2M | +31% | 9.5k | 125.26 |
|
| Netflix (NFLX) | 0.3 | $1.2M | NEW | 17k | 69.58 |
|
| Agilent Technologies Inc C ommon (A) | 0.3 | $1.2M | +31% | 6.7k | 172.31 |
|
| Walt Disney Company (DIS) | 0.2 | $934k | +78% | 8.9k | 104.90 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $790k | +93% | 3.2k | 247.93 |
|
| Capital One Financial (COF) | 0.2 | $719k | +203% | 3.7k | 193.07 |
|
| Tractor Supply Company (TSCO) | 0.2 | $692k | -2% | 22k | 31.29 |
|
| Willis Towers Watson SHS (WTW) | 0.2 | $676k | 2.3k | 288.23 |
|
|
| Progressive Corporation (PGR) | 0.2 | $675k | -10% | 3.3k | 207.30 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $651k | +2% | 16k | 41.25 |
|
| Cintas Corporation (CTAS) | 0.1 | $571k | -9% | 2.9k | 195.07 |
|
| Ecolab (ECL) | 0.1 | $526k | -24% | 1.9k | 274.53 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $516k | -16% | 1.3k | 392.96 |
|
| Cadence Design Systems (CDNS) | 0.1 | $516k | 1.6k | 330.19 |
|
|
| Caterpillar (CAT) | 0.1 | $503k | NEW | 620.00 | 810.80 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $501k | NEW | 5.2k | 96.88 |
|
| Rockwell Automation (ROK) | 0.1 | $450k | -7% | 1.0k | 435.33 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $433k | NEW | 950.00 | 456.05 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $428k | -5% | 18k | 24.24 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $426k | -5% | 18k | 24.12 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $424k | -5% | 17k | 24.96 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $423k | -4% | 19k | 22.69 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $394k | 2.7k | 146.48 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $379k | NEW | 1.1k | 340.74 |
|
| Corning Incorporated (GLW) | 0.1 | $358k | +8% | 2.3k | 153.76 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $340k | +135% | 4.0k | 84.30 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $336k | NEW | 2.1k | 160.74 |
|
| Palo Alto Networks (PANW) | 0.1 | $334k | +5% | 842.00 | 397.14 |
|
| Procter & Gamble Company (PG) | 0.1 | $329k | -65% | 2.3k | 145.26 |
|
| Micron Technology (MU) | 0.1 | $326k | NEW | 306.00 | 1063.84 |
|
| Oracle Corporation (ORCL) | 0.1 | $320k | +27% | 2.3k | 137.31 |
|
| Xylem (XYL) | 0.1 | $307k | +47% | 3.0k | 101.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $283k | 404.00 | 700.87 |
|
|
| TJX Companies (TJX) | 0.1 | $268k | NEW | 2.0k | 132.31 |
|
| Starbucks Corporation (SBUX) | 0.1 | $267k | +14% | 2.8k | 93.96 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $266k | NEW | 772.00 | 344.00 |
|
| Pepsi (PEP) | 0.1 | $261k | -93% | 2.1k | 126.72 |
|
| Advanced Micro Devices (AMD) | 0.1 | $259k | NEW | 424.00 | 611.29 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $252k | NEW | 218.00 | 1157.13 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $233k | NEW | 2.3k | 101.10 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $212k | 2.5k | 85.31 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $200k | NEW | 3.0k | 66.79 |
|
Past Filings by S.E.E.D. Planning Group
SEC 13F filings are viewable for S.E.E.D. Planning Group going back to 2019
- S.E.E.D. Planning Group 2026 Q3 filed Oct. 7, 2026
- S.E.E.D. Planning Group 2026 Q2 filed Aug. 4, 2026
- S.E.E.D. Planning Group 2026 Q1 filed April 23, 2026
- S.E.E.D. Planning Group 2025 Q4 filed Jan. 9, 2026
- S.E.E.D. Planning Group 2025 Q3 filed Oct. 14, 2025
- S.E.E.D. Planning Group 2025 Q2 filed July 8, 2025
- S.E.E.D. Planning Group 2025 Q1 filed April 8, 2025
- S.E.E.D. Planning Group 2024 Q4 filed Jan. 14, 2025
- S.E.E.D. Planning Group 2024 Q3 filed Oct. 15, 2024
- S.E.E.D. Planning Group 2024 Q2 filed July 18, 2024
- S.E.E.D. Planning Group 2024 Q1 filed April 16, 2024
- S.E.E.D. Planning Group 2023 Q4 filed Jan. 26, 2024
- S.E.E.D. Planning Group 2023 Q3 filed Oct. 17, 2023
- S.E.E.D. Planning Group 2023 Q2 filed July 18, 2023
- S.E.E.D. Planning Group 2023 Q1 filed April 13, 2023
- S.E.E.D. Planning Group 2022 Q4 filed Jan. 19, 2023